Trust Administrator and Operational Support @ (October 2017 - December 2019)
Independent Consultant @ Falmouth Consulting Group (January 2017 - November 2017)
Client Relationship Manger @ (September 2009 - December 2016)
Operations Project Manager @ (November 2005 - September 2009)
Executive Assistant for Senior Vice President and team @ (April 2004 - November 2005)
Assistant and Executive Assistant @ Previous Work Experiences (January 2000 - January 2002)
Candice Fallon Education
Katharine Gibbs School
Associate’s Degree
1994-1995
Candice Fallon Skills
Asset Management
Client Liaison
Coaching & Mentoring
Customer Service
Financial Services
Internal & External Communications
Investments
Leadership
Lotus Notes
Management
Microsoft Office
Microsoft Project
Mutual Funds
Process Improvement
Project Management
Risk Management
Standard Operating Procedure (SOP)
Vendor Management
Volunteering
Candice Fallon Summary
Candice Fallon, based in Stamford, CT, US, is currently a Client Services Associate at RZH Advisors LLC. Candice Fallon brings experience from previous roles at Union Savings Bank - CT, Falmouth Consulting Group and Prudential Financial. Candice Fallon holds a 1994 - 1995 Associate’s Degree @ Katharine Gibbs School. With a robust skill set that includes Asset Management, Client Liaison, Coaching & Mentoring, Customer Service, Financial Services and more. Candice Fallon has 5 emails and 1 mobile phone numbers on RocketReach.
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